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Clients need to be more vigilant with the new tax laws to make sure their IRAs are doing the right job in their financial plans, such as getting the most assets to the beneficiaries, instead of the owner.
If your clients are receiving IRA distributions, they have the option of recalculating their life expectancies—which could dramatically increase their payoff over the long term.
If you think that proposed regulations under the new retirement-distribution rules leave you off the hook, think again. Planning is now more important than ever.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025